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Archive for 17. June 2009

Market Valuation - Not Cheap - Yellow Flags Fly

As a proxy for US stock market valuation it is worthy to note that the Standard & Poors 500 Index is currently trading at 16 times “normalized earnings”. Without doing the math I would suggest most major markets around the world including Canada trade at fairly rich valuations given the current earnings projections. First yellow flag.

Our technical indicators, after hanging in at high levels for a few weeks, have now started to indicate a market correction is a very strong possibilty. Second yellow flag.

IPO (new securities financings) have been hot and heavy over the past month as companies raise capital, taking advantage of higher prices. Third yellow flag.

Insider buying, (company executives buying their own stock) has been almost non-existent over course of the rally since early March. Fourth yellow flag.

See John Hussman’s comments on market valuation.

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